Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| XAI Octagon Floating Rate & Alternative Income Trust | 46,708 | reported | 24 Dec 2025 | tx 3+8,908 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 24 Dec 2025 | OTHER | XAI Octagon Floating Rate & Alternative Income Trust | 3,504 | 0.00 USD | |
| 18 Dec 2024 | OTHER | XAI Octagon Floating Rate & Alternative Income Trust | 3,004 | 0.00 USD | |
| 11 Dec 2023 | OTHER | XAI Octagon Floating Rate & Alternative Income Trust | 2,400 | 0.00 USD |